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Our Mission & Values
Our mission
is to ensure excellence in financial planning by providing
knowledgeable, customized recommendations in an unbiased, confidential,
and professional manner.
Integrity
– We will do the right thing for our clients and each other by being
ethical, honest and forthright. Our relationships are built on trust
and mutual respect.
Objectivity and Fairness
– We put our client’s needs and interests first. Our independence and
fee-only model enables us to provide services with no conflict of
interest.
Competence and Diligence
– We strive for excellence in everything we do. We are qualified
Financial Planning experts who make continuing education a priority in
order to effectively meet our clients’ needs.
Confidentiality
– We recognize the need for our clients' trust and our obligation to
maintain their confidence and the privacy of their information.
Professionalism
- We strive for and maintain the highest ethical standards by upholding the principles, laws, ethics and conventions of the
financial planning profession at all times. We strive to genuinely meet
the needs of and provide value for our clients.
Investment Philosophy
At
Main Street Financial Solutions we strive to provide unbiased solutions
based on knowledge and experience. We work with our clients to assess
their risk tolerance as well as their short and long-term goals to
recommend a customized well performing portfolio.
Objectivity – unbiased recommendations
Independence – more choices and options
Diversification – minimize risk and maximize return
Passive Investment Style – minimal market timing with tactical allocation
Low Expenses – maximize investment growth
Customized – each portfolio is tailored to meet the individual client's needs and goals
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